We develop answers to the questions potential clients want to know and apply them across multiple introductory touch points to create a relevant and personal introduction.
Our Brand Identifier™ and Resource Center represent a systematic, proven process not only to uncover your value proposition, but also to enable you to understand and position your practice toward your ideal client.
Brand Identifier™ Workbook
and Personal Binder
and original content
through our in-house team
Execution of a strategic
marketing strategy targeted
to your natural market.
AdvisorBranding has provided us with functional, polished materials that clearly define how we’re different and why it matters. They have an incredibly unique and valuable process for uncovering the most marketable aspects of our business, and using them to get in front of new prospects. Partnering with AdvisorBranding is a smart move for anyone looking to attract and acquire new business.
AdvisorBranding has provided us with a unique and detailed client solution: they have identified how we do things, and why it matters. Not only have they have enabled us to communicate this, but they have helped us implement it with actionable ideas for attracting new business.
They have the one thing that others are missing -- a clearly defined process that draws out our raw ideas, creates a marketable brand and feeds into a marketing engine that can get it in front of new prospects. Advisors looking for new clients should start this now, subscribe to their service and keep them close.
AdvisorBranding brings a fresh and truly unique perspective to marketing and branding. Their focus on the advisor community means they know our market — and more importantly how to connect your message with potential clients. Jeff was very easy to work with right from the start and always knew how to keep the creative process moving forward. He has proven to be a dependable and professional partner who always met deadlines. AdvisorBranding has delivered on what other marketing firms have only been able to promise. I would recommend Jeff and AdvisorBranding to any advisor truly serious about taking their brand to the highest level.
For years, we’ve taken the best advisors and made them better. We have proven deliverables and a clear development experience that allows advisors the opportunity to attract new business. Our products are designed to be powerful, affordable and relevant.
A reference centre with process guides, brand exercises and marketing tips, arranged within your personal project binder.Brand Identifier™ Workbook
This is our process to uncover your relevant value, clarify ideas and initiate the brand development process.One-to-One Brand Consultation
Individual consultation with your professional branding team to define and review your brand deliverables.
We create compelling, original content that further differentiates your brand and outward messaging.Visual Boards and Demos
You’re presented with review boards to introduce our proposed visual themes, and working online demos to explore web content. We work with compliance and dealer marketing channels to ensure firm standards and messaging are aligned.
Your final product is delivered to your door, your online applications are launched, and we remain an ongoing resource for brand implementation and marketing strategies.The Chief Marketing Officer (CMO) Program™
For participating clients, our team executes a custom, multi-stage marketing strategy through a month-to-month partnership to take your practice to the next level.
“Avoid doing yourself a disservice by conveying an average service in a market that values specialty.”
Jeff Malcolm, President
The communications you’ve been sending – in market updates and newsletters, through personal emails and client meetings – they’re absolutely essential during times of uncertainty and market turbulence. After all, this is a time to reinforce trust, quell anxiety and […]